Retail & Small Business Banking Conference
November 4-6, 2009
DoubleTree Hotel, Tarrytown, New York

PROGRAM TO DATE
Updated October 5, 2009

Wednesday, November 4, 2009

6:30 – 8:00 pm:  Registration 

7:00 – 9:00 pm:  Reception and Dinner in the Exhibit Area

Thursday, November 5, 2009

7:30 - 8:30 am: Registration and Breakfast in the Exhibit Area

8:30 am - 12:00 noon:  General Session
Disney's Approach to Quality Service: Dennis Frare, Disney Institute

10:00 - 10:30 am:  Refreshment Break in the Exhibit Area

1:00 - 2:15 pm:  Concurrent Sessions I

• New Fee Income Opportunities - Mary Beth Sullivan, Managing Partner, Capital Performance Group LLC

• Building Relationships with Your Small Business Customers through Online Channels - Brian Kennett, Director, Community at PartnerUp, a Deluxe Company

• Bridging the Generational Gap - Karen Lawson, PhD, Lawson Consulting Group, Inc.

2:15 - 2:45 pm:  Refreshment Break in the Exhibit Area

2:45 - 4:00 pm:  Concurrent Sessions II

• Resolving Customer Objections in Uncertain Times - Eric R. Baron, President, The Baron Group

• New and Emerging Products in the Payments Arena - Paul Tomasofsky, President, Two Sparrows Consulting

• Factors Driving Small Business Customer Satisfaction - J. Michael Beird, Director-Banking Services, J.D. Power & Associates

4:15 - 5:15 pm:  Concurrent Sessions III

• Communicating with the Next Generation of Customers - Gene De Libero, DigitalMindshare, Inc.

• Helping Your Small Business Customers Weather Uncertain Times - SBA ARC and Other Alternative Loan Programs:  Patrick J. MacKrell, President & CEO, New York Business Development Corporation; Pravina Raghavan, New York District Director, U.S. Small Business Administration

• 2009 Legislative Wrap-Up:  Issues at the Branch Level - William J. Bosies, Senior Vice President-Legislation & Regulation, New York Bankers Association; Paul K. Holbrooke, Associate General Counsel, HSBC Bank, N.A.

Friday, November 6, 2009

7:30 - 8:15 am:  Breakfast in the Exhibit Area

8:15 - 9:15 am:  General Session
Balancing Work and Life During Times of Stress: Dr. John Pelizza, Pelizza & Associates

9:30 - 10:45 am:  Concurrent Sessions IV

• Panel of Small Business Owners: Expectations and Challenges - Moderator:  Patrick J. MacKrell, President & CEO, New York Business Development Corporation; Greg Bayer, Bayer & Associates, LLC; Paul Sohigian, Partner, DeRosa, Rockefeller, Sohigian & Werdal, Inc.

• Enhancing Operating Efficiency in the Retail Bank - Jeffrey E. Marsico, Executive Vice President, The Kafafian Group

• Financial Literacy: Creating Effective Outreach - Stacey Sechrest Carder, Director, Office of Financial Education, Citigroup; Steven R. Martin, Vice President-Public Relations & Marketing, The Canandaigua National Bank & Trust Company; Chair, ABA Education Foundation Board of Trustees;

10:45 - 12:15 pm:  Closing General Session
Economic Outlook -- What's Ahead for 2010?: Dr. Joel Naroff, Naroff Economic Advisors; Chief Economist, TD Bank; Lindsey Piezga, Analyst, FTN Financial

12:15 pm:  Conferences Adjourns

Check back often for program updates! 

Can’t find what you’re looking for?

Elisa R. Legg    Senior Vice President, Professional Development    (212) 297-1679    elegg@nyba.com

Mary K. Robb Senior Vice President, Meetings (212) 297-1662 mrobb@nyba.com